Keoni Lee is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Location
733 Bishop Street, Suite 2800, Honolulu, HI, 96813
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Keoni is a board member of the Hawaii Estate Planning Council and owns rental property in Honolulu. He spends minimal time on the council and a few hours per week on property management.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations27 states
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